Wealth Enhancement Group
Associate Financial Planner
Los Angeles, CA · Full-time
Sponsorship not specified$70k-$80kDetected 1 day ago
SalesforceCRMTaxHRISResearchCommunicationProblem SolvingMicrosoft OfficeOSHACFA
About the role
- About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.
- We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.
- We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Responsibilities
- Maintain the integrity of original client documents
- Develop Profile and Strategy plans for clients
- Review and summarize wills, power of attorney, and other legal documents
- Create reports and analyses using Morningstar and BRT (Kettley)
- Perform post-review tasks, update account information, follow up on paperwork, and document activities in CRM
- Provide Financial Advisors with technical planning and research support
- Support special projects as assigned
Requirements
- Maintain accurate account, beneficiary information, and required minimum distribution (RMD) tracking
- Bachelor's degree in business, finance, economics, or a related field (or equivalent experience)
Nice to have
- Insurance licenses preferred
Compensation
- In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits.
Benefits
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Short-term and long-term disability, workers compensation - employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Equal opportunity
- Employer, including disabled and veterans. This organization participates in E-Verify.
- Click the following link to view Federal and E-Verify posters: Link
- OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
- Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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This listing is sourced directly from Wealth Enhancement Group's careers page and normalized into a canonical job model.